How to map questions to forms
To access the forms mapper, first select the line you are creating the form for, or click on 'configuration' in the Product Builder menu. Then, from the resources menu, select '+Add Form'
Select the type of form you want to map.
In the above example, 'Intake form' has been selected. Click on 'add & map form' to be taken to the form mapper. Here, you will be prompted to upload a PDF which you will then be able to map your questions to. You can also upload a Word document and use Javascript to dynamically map fields.
Once the PDF document has been uploaded, simply draw a box on the PDF and click the corresponding question (small red box) you want to link
After clicking on the “Link answer box to selected question” - your PDF box and text question from your line will turn green. Save mappings using the 'Save' button.
Repeat the process for all questions that you want to map to your form.
How to map dynamic fields to forms
Dynamic FIelds/Plugins
If you want to display dynamic data from your Rating Spreadsheet on a generated PDF, simply type the name as it appears in the spreadsheet under the Plugins tab.
Save the configuration.